Wall Street Rotates Beyond Magnificent Seven as AI Trade Squeezes
Strategists cite Oracle’s slide, AI profitability doubts, and rate repricing pushing flows into cyclicals and defensives.
2 min read
Markets
Coverage of market moves, trends, and key drivers across asset classes.
Fed’s Third Rate Cut Leaves Mortgage Rates Little Changed
A quarter-point cut may slightly lower credit-card costs, but 6.22% mortgages hinge on long-term yields.
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Risk Assets Rally Into Month-End
WMT +1.29%AVGO +1.36%GM +0.98%HLT -0.26%ROST -0.75%VTR +0.69%WELL +0.96%SYF +0.53%As of Nov 29, 2025 09:
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Alphabet Surges as AI Lead Widens
GOOGL -1.83%NVDA +1.46%META -0.08%As of Nov 26, 2025 10:34 AM ET • Data via Yahoo! Finance On Tuesday, Alphabet shares jumped toward a $4
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Alphabet Surges on AI Momentum
GOOGL -1.91%NVDA +0.91%META -0.22%DELL +4.37%AAPL +0.22%MSFT +0.92%As of Nov 26, 2025 10:26 AM ET • Data via Yahoo!
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Fed Signals Jolt Volatile Markets
NVDA -0.97%BTC-USD -1.29%LLY +1.57%As of Nov 21, 2025 10:05 PM ET • Data via Yahoo! Finance On Friday, U.S. stocks snapped back from
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Volatility After Jobs and Nvidia
NVDA -0.49%BTC-USD -8.52%As of Nov 21, 2025 09:33 AM ET • Data via Yahoo! Finance Thursday produced a wild session as a long-delayed labor report and
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Markets: Volatility From Tweets
JPM -1.91%C +3.89%GS -2.04%ORCL -2.93%AMD +0.77%NVDA -4.40%BTC-USD +0.52%ETH-USD +3.22%Moves based on latest close • Data
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Banks, Bloom Energy and Miners
JPM +2.32%BE +24.68%USAR +26.28%SZZL -0.07%UUUU +20.40%MP +22.58%Moves based on latest close • Data via Yahoo! Finance Monday, corporate headlines
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Stocks Rebound After Trump Post
AMD +1.63%NVDA +2.18%ORCL +5.26%Moves based on latest close • Data via Yahoo! Finance Monday, U.S. stock futures jumped as President Trump posted a conciliatory
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Futures Rally After Trump Calms Fears
AMD -7.78%NVDA -4.91%ORCL -1.35%JPM -1.52%C -2.07%GS -2.00%WFC -2.84%BAC -2.29%Moves based on latest close • Data
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Markets reel, AI names hit
NVDA -4.85%AMD -7.72%AAPL -3.45%TSLA -5.06%BAC -2.29%WFC -2.84%WMT +0.07%JEF -4.00%Moves based on latest close • Data
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